Arkadios Wealth Advisors’s Burlington BURL Stock Holding History

Arkadios Wealth Advisors’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-34	Closed	-$9K	–	743
2021 Q3	$9K	Buy	34 +27	+386%	+$8.63K	﹤0.01%	1463
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	1845
2021 Q1	$2K	Buy	+7	New	+$1.9K	﹤0.01%	1504
2020 Q2	–	Sell	-3	Closed	-$475	–	972
2020 Q1	$475	Buy	+3	New	+$632	﹤0.01%	1012

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arkadios Wealth Advisors's BURL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Burlington (BURL) in Q4 2021, closing a stake of 34 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in BURL in Q1 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 493 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Burlington position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 34 Burlington shares in Q4 2021, an estimated $9K.
Arkadios Wealth Advisors first reported a position in Burlington in Q1 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Burlington position peaked at $9K in Q3 2021.
493 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.